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Global X S&P 500 Covered Call ETF
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Overview Fund Activity

96 hedge funds and large institutions have $318M invested in Global X S&P 500 Covered Call ETF in 2021 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 44 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
96
Holders Change
+25
Holders Change %
+35.21%
% of All Funds
1.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
35
Increased
44
Reduced
10
Closed
9
Calls
$362K
Puts
$346K
Net Calls
+$16K
Net Calls Change
-$253K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$73.3M
2
UBS Group
2
UBS Group
Switzerland
$22.8M
3
LPL Financial
3
LPL Financial
California
$26.8M
4
CI
4
Cavalier Investments
Georgia
$7.53M
5
ACM
5
Ashford Capital Management
Delaware
$9.49M

Top Sellers

1
OC
1
Oppenheimer & Co
New York
$499K
2
GG
2
Gofen & Glossberg
Illinois
$2.96M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
CCM
4
Community Capital Management
Florida
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$73.3M 1,451,749 +532,908 +58%
LPL Financial
2
LPL Financial
California
$26.8M 531,024 +162,452 +44%
UBS Group
3
UBS Group
Switzerland
$22.8M 452,179 +165,782 +58%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.8M 391,769 +116,550 +42%
Bank of America
5
Bank of America
North Carolina
$14.2M 280,353 +129,365 +86%
BCM
6
Brookstone Capital Management
Illinois
$13.6M 270,044 +81,354 +43%
Osaic Holdings
7
Osaic Holdings
Arizona
$9.72M 192,353 +50,920 +36%
ACM
8
Ashford Capital Management
Delaware
$9.49M 187,886 +141,465 +305%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.17M 161,783 +56,364 +53%
CI
10
Cavalier Investments
Georgia
$7.53M 148,981 +148,981 New
IHWM
11
Iron Horse Wealth Management
Iowa
$7.06M 139,797 +33,655 +32%
Ameriprise
12
Ameriprise
Minnesota
$6.75M 133,661 +27,947 +26%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$5.79M 114,710 +500 +0.4%
Stifel Financial
14
Stifel Financial
Missouri
$5.53M 109,509 +16,741 +18%
CRWM
15
Castle Rock Wealth Management
California
$5.51M 114,151 -125 -0.1%
RJA
16
Raymond James & Associates
Florida
$5.43M 107,571 +40,917 +61%
IA
17
IFP Advisors
Florida
$5.32M 105,287 +56,894 +118%
AWS
18
AJ Wealth Strategies
New York
$5.28M 104,617 +104,617 New
OMC
19
Old Mission Capital
Illinois
$5.01M 99,274 +48,202 +94%
XF
20
XML Financial
Maryland
$4.88M 96,583 +96,583 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$4.39M 86,841 +8,358 +11%
MA
22
MAS Advisors
Florida
$3.64M 71,872 +71,872 New
GG
23
Gofen & Glossberg
Illinois
$2.96M 58,528 -7,015 -11%
ML
24
McAdam LLC
Pennsylvania
$2.87M 56,733 -46 -0.1%
MML Investors Services
25
MML Investors Services
Massachusetts
$2.61M 51,702 +4,805 +10%
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